Experience

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  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Director, Product Management, Portfolio Advisory Services at Work

    • Jul 2018 - Present

    Work with a cross functional team to design, develop, and implement a managed account retirement solution to businesses and their employees. Focused on providing an online experience that is intuitive and easy to use that allows users who are looking for help to better understand their saving and retirement plan.

  • General Management Apprenticeship Program

    • Jul 2016 - Jun 2018

    The General Management Apprenticeship program is a corporate-wide, two-year rotational program designed to develop high-potential talent by providing the leadership training and business challenges that will propel them into leadership roles within the company.Rotation Areas:• Workplace Investing Emerging Product: Established a new Defined Contribution product offering that bundles fiduciary services, record keeping and managed accounts for the emerging market.• Fidelity Brokerage Technology: Strategic initiative to provide software as a service products to compliment traditional clearing and custody solutions for the advisor market.• Enterprise Compliance Technology: Redefined how associates remain compliant with Fidelity and regulatory policies through modernizing tools and technology.

• 

  Liberty Mutual Insurance

  • Hauppauge, New York

  • Field Management Development Program - Summer Associate

    • Jun 2015 - Aug 2015
    • Hauppauge, New York

    Worked with Downstate New York Area Manager to identify opportunities for sales growth across 10 branches for a sales team of 80+. Developed a training program to ease transition in local sales offices towards a new customer service model after centralization of service to consolidated call centers.

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  National League of Cities

  • United States
  • Public Policy Offices
  • 200 - 300 Employee

  • Senior Marketing Associate

    • Jun 2013 - Jul 2014

    Established a centralized marketing department for an organization of eighty-five employees. As the lone employee of the Marketing Department, worked with the Executive Director and the Senior Management Team to develop clear, concise and targeted messages to achieve strategic marketing and operational goals.

  • Associate

    • Sep 2008 - Jun 2013

    Led a department wide team to develop and implement a Customer Relationship Management (CRM) database initiative that aligned with the goals of the organization. Chartered a cross department team to ensure consistent messaging through all communication mechanisms available to the organization.

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  National League of Cities

  • Intern

    • Sep 2007 - Jul 2008

    Coordinated the work of three distinct teams with uniquely focused content areas to ensure that departmental goals were being met. Managed national survey projects, including the distribution, collection, analysis and interpretation of quantitative and qualitative data to measure the fiscal health of local governments.